SPC
IRY

Sigma Planning Corp’s SPDR S&P International Health Care Sector IRY Stock Holding History

Sigma Planning Corp’s Portfolio IRY Stock Details IRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-7,810
Closed -$378K – 766
2015
Q3 		$378K Sell
7,810
-209
-3% -$10.9K 0.06% 375
2015
Q2 		$410K Buy
8,019
+1,062
+15% +$56.3K 0.06% 396
2015
Q1 		$360K Sell
6,957
-189
-3% -$9.42K 0.05% 465
2014
Q4 		$334K Buy
+7,146
New +$341K 0.04% 466

Other funds holding IRY

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sigma Planning Corp's IRY Position: Q4 2015 in Review

Sigma Planning Corp sold out of SPDR S&P International Health Care Sector (IRY) in Q4 2015, closing a stake of 7,810 shares — an estimated $378K sold.

Sigma Planning Corp first reported a position in IRY in Q4 2014 and held it in 4 quarters. The position peaked at $410K in Q2 2015. 26 funds tracked by Wall St. Rank hold IRY as of Q4 2015.

  • Sigma Planning Corp reported no remaining SPDR S&P International Health Care Sector position as of Q4 2015 after selling out during the quarter.
  • Sigma Planning Corp sold 7,810 SPDR S&P International Health Care Sector shares in Q4 2015, an estimated $378K.
  • Sigma Planning Corp first reported a position in SPDR S&P International Health Care Sector in Q4 2014 and held it in 4 quarters.
  • Sigma Planning Corp's SPDR S&P International Health Care Sector position peaked at $410K in Q2 2015.
  • 26 funds tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q4 2015.

Based on Sigma Planning Corp's 13F filing for Q4 2015, filed 20 Jan 2016.